See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRUNEYARD FINANCIAL GROUP, INC.8+ years Service code 26 · EIN 77-0445521 1999 S BASCOM AVE, SUITE 990 · CAMPBELL, CA 95008 | Advisory (Participants) | $113,424 |
PLAN DESIGN CONSULTANTS, INC.8+ years Service code 13 · EIN 94-2936206 3451 VIA MONTEBELLO · CARLSBAD, CA 92009 | Contract Administrator | $56,463 |
NATIONWIDE8+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,951 |
Filed as: KESTRA INVESTMENT SERVICES, Service code 27 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,558 | $47,898-23.7% | $117,472-68.9% | $64,808-43.6% |
| Participation rate | 98.8% | 61.9%+37.0pp | 70.6%+28.3pp | 71.5%+27.4pp |
| Annual return | -13.53% | -15.54%+2.0pp | 29.74%-43.3pp | 32.82%-46.3pp |
| Employer contribution / active EE | $1,589 | $1,774-10.4% | $4,176-62.0% | $2,506-36.6% |
| Participant deferral / active EE | $3,155 | $3,151+0.2% | $4,070-22.5% | $4,310-26.8% |
| Admin fee / account holder | $193 | $132+46.8% | $5,645-96.6% | $188+3.0% |